Keep your companies and contacts organized

Your Relationships area is your business CRM — the place where the companies and people you work with become an ongoing business network instead of disappearing when an order is finished.

Organizations may be added to your relationships as you work with them through orders, and you can also add companies you want to track or build a relationship with before you have ever completed an order for them.

Within an organization, you can keep track of its branches and individual contacts so you can distinguish between the company itself, a specific office or location, and the people you actually communicate with.

Use Relationships to keep important business information together, including:

* Company and branch information * Individual contacts and their roles * Contact details * Your history with the organization * Notes and relationship information * Orders associated with that relationship

When the same organization appears across multiple orders, The NEST is designed to connect that activity back to the same underlying relationship rather than treating every order as a separate company record.

This makes Relationships useful for more than recordkeeping. It gives you a growing picture of who sends you work, who you work with inside each company, and which professional relationships you may want to continue developing.